How to create or edit a template
Build a new change order template or update an existing one, available to Admins and Project Managers.
2 min read Updated June 15, 2026
templates
create template
edit template
Who can do this
Admins and Project Managers can create and edit templates.
Steps to create a template
- 1Go to Templates in the main navigation.
- 2Click New Template.
- 3Give it a clear, descriptive name so it's easy to find later.
- 4Fill in the standard scope language and line items you want to reuse.
- 5Save the template.
Editing an existing template
- 1Open the template from the Templates list.
- 2Click Edit.
- 3Make your changes.
- 4Save — future change orders created from this template will use the updated version.
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